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BEAM WEALTH ADVISORS, INC.: IDEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BEAM WEALTH ADVISORS, INC. on IDEV, newest first. How the timeline and the estimate are built.

BEAM WEALTH ADVISORS, INC. held 32,705 IDEV shares at 2026-06-30 per its 13F-HR/A filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 32,705 shares
    Change vs previous 13F +1,649 shares

    0.64% of the 13F portfolio, value $2,911,080.

    13F-HR/A 0001803426-26-000006 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,056 shares
    Change vs previous 13F -1,147 shares

    0.65% of the 13F portfolio, value $2,595,352.

    13F-HR 0001803426-26-000004 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,203 shares
    Change vs previous 13F -200 shares

    0.73% of the 13F portfolio, value $2,656,126.

    13F-HR 0001803426-26-000001 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 32,403 shares
    Change vs previous 13F -5,895 shares

    0.71% of the 13F portfolio, value $2,597,734.

    13F-HR 0001803426-25-000009 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 38,298 shares
    Change vs previous 13F -4,437 shares

    0.87% of the 13F portfolio, value $2,912,177.

    13F-HR 0001803426-25-000007 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 42,735 shares
    Change vs previous 13F -2,689 shares

    0.99% of the 13F portfolio, value $2,943,990.

    13F-HR 0001803426-25-000004 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 45,424 shares
    Change vs previous 13F -1,717 shares

    0.93% of the 13F portfolio, value $2,928,499.

    13F-HR 0001803426-25-000001 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 47,141 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $3,338,986.

    13F-HR 0001803426-24-000005 filed by BEAM WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).